Semiconductor News & Analysis Feed
601 articles
2026-06-22
www.fool.com
2026-06-22
The Motley Fool
Most investors believe Micron (
MU
+6.34%
) must sell memory into more artificial intelligence (AI) servers to keep growing. That sounds reasonable.
After all, the artificial intelligence boom has sparked a massive wave of spending on data centers. Technology companies continue to build the infrastructure needed to train and run increasingly powerful AI models.
But investors may be focusing on t
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
Anchor Investment Management LLC Has $16.15 Million Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 21, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Anchor Investment Management increased its NVIDIA stake by 5.2% in the fourth quarter, buying 4,267 more shares and bringing its total to 86,592 shares worth about $16.15 million.
NVIDIA continues to attract strong analyst support
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Is NVIDIA’s Record US$25 Billion AI Bond Deal Altering The Investment Case For NVDA?
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
NVIDIA recently completed a record US$25.00 billion multi‑tranche bond sale, its largest to date, to refinance existing notes and fund AI data center and infrastructure expansion tied to growing demand from hypersca
2026-06-20
www.zacks.com
2026-06-20
Zacks Investment Research
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2026-06-20
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2026-06-20
Zacks Investment Research
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2026-06-19
simplywall.st
2026-06-19
simplywall.st
United States/Semiconductors/NasdaqGS:ON
How ON’s New Elite Pairing Studio For SiC Design Workflows Has Changed Its Investment Story
June 19, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In early June 2026, onsemi launched its cloud-based Elite Pairing Studio, an online tool that helps engineers more easily match silicon carbide (SiC) MOSFETs with gate drivers for power-hungry a
2026-06-19
www.zacks.com
2026-06-19
Zacks Investment Research
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2026-06-19
www.ept.ca
2026-06-19
Electronic Products & Technology
Analysis from TechInsights finds AI is fundamentally reshaping semiconductor economics, supply chains and technology development
Artificial intelligence (AI) is driving unprecedented growth in the semiconductor industry, with global revenues projected to exceed $2 trillion by 2027, according to TechInsights. The sector recently surpassed the $1 trillion revenue mark, marking one of the fastest ex
2026-06-19
letsdatascience.com
2026-06-19
Let's Data Science
FUNDING & BUSINESS
infineon
power semiconductors
data centers
siC gan
Infineon Expands AI Investments, Targets Data Center Revenue Growth
3 sources
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June 19, 2026
6.9
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Photo: static.seekingalpha.com · rights & takedowns
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TradingView reports that Infineon Technologies is increasing AI-related investment to about €2.7 billion in the current fiscal year, up from a p
2026-06-19
www.digitimes.com
2026-06-19
digitimes
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2026-06-19
vir.com.vn
2026-06-19
Vietnam Investment Review - VIR
MUNICH, June 19, 2026 /PRNewswire/ -- The District Court Munich, Germany (Landgericht München I) today ruled in favor of Infineon Technologies in two further of the patent infringement cases – specifically one based on a patent one based on a utility model – concerning gallium nitride (GaN) technology between Infineon and Innoscience.
The cases concern the unauthorized use of GaN technologies pat
2026-06-19
digitimes.com
2026-06-19
SK Hynix is reported to have held a private meeting with U.S. Deputy Secretary of State Allison Hooker, with industry sources speculating the discussions covered high-bandwidth memory cooperation with major U.S. technology firms and potential semiconductor investment expansion.
2026-06-19
eetimes.com
2026-06-19
Record investment is accelerating autonomous military tech, putting edge AI and drones at the center of modern conflict.
2026-06-19
www.zacks.com
2026-06-19
Zacks Investment Research
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2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
How NVIDIA’s Record US$25 Billion AI Bond Sale At NVIDIA (NVDA) Has Changed Its Investment Story
Sasha Jovanovic
Thu, June 18, 2026 at 6:10 AM PDT 3 min read
NVDA
+2.95%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA recently completed a record-breaking US$25.00 billion multi-tranche bond sale, issuing long-dated investment-grade notes to refinance existing obligations and fund general corpor
2026-06-18
news.google.com
2026-06-18
Yahoo Finance
2026-06-18
www.zacks.com
2026-06-18
Zacks Investment Research
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2026-06-18
www.somo.nl
2026-06-18
SOMO - The Centre for Research on Multinational Corporations
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Nvidia has become one of the biggest winners of the AI boom. Yet its influence extends far beyond the chips that power ChatGPT and other AI systems. Through a growing network of investments and partnerships, the company is shaping the future of the AI industry while increasi
2026-06-18
digitimes.com
2026-06-18
Penang has played a critical role in the global semiconductor back-end industry for decades, particularly in assembly, testing, and packaging (ATP). The region has built a highly competitive industrial base and, amid supply chain diversification and geopolitical shifts, has recently attracted record levels of investment.
2026-06-18
www.foreignpolicyjournal.com
2026-06-18
foreignpolicyjournal.com
D-Wave Quantum (NYSE: QBTS) has seen its stock climb 35% since securing a significant $100 million investment linked to the federal CHIPS Act funding initiative.
The surge has drawn considerable attention from retail and institutional investors alike, particularly after the company’s backing was highlighted through congressional stock tracking tools.
Sir Keir Starmer meets with Guy Parmelin at t